WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
-$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$427K
2
+$318K
3
+$294K
4
VTRS icon
Viatris
VTRS
+$259K
5
NEE icon
NextEra Energy
NEE
+$237K

Top Sells

1
+$642K
2
+$448K
3
+$447K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434K
5
META icon
Meta Platforms (Facebook)
META
+$291K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$93K 0.02%
3,013
+133
277
$92K 0.02%
1,329
+902
278
$92K 0.02%
2,000
279
$91K 0.02%
800
280
$89K 0.02%
885
281
$89K 0.02%
2,650
-375
282
$88K 0.02%
10,155
283
$88K 0.02%
784
+44
284
$87K 0.02%
687
+116
285
$87K 0.02%
2,920
+300
286
$87K 0.02%
1,500
287
$87K 0.02%
1,864
-1,598
288
$86K 0.02%
1,169
289
$86K 0.02%
1,602
290
$85K 0.02%
1,800
291
$85K 0.02%
341
+63
292
$85K 0.02%
2,540
293
$84K 0.02%
1,723
+65
294
$84K 0.02%
1,881
295
$83K 0.02%
1,746
296
$83K 0.02%
982
+682
297
$83K 0.02%
900
298
$82K 0.02%
+1,062
299
$82K 0.02%
1,475
+1,020
300
$81K 0.02%
1,800
10 11
12
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